Biotech Values

[iwfal]

Xarelto vs Eliquis -

I was totally wrong about this market, having expected Eliquis to be leading the pack instead of being little more than an afterthought. Eliquis could still narrow the gap relative to Xarelto with additional approvals, but it’s looking less and less likely that Eliquis will ever become the leading drug in the class

I have to admit to being puzzled by it, but undoubtedly I didn't do as much research as you did. Post mortem on this would informative since Eliquis looks to have a meaningfully better user profile. Is this just first mover advantage (and if so it changes some of my thoughts about investments and also about prescription decisions are made)? Or is there some other factor I've missed?